Compare · 4 funds side by side · dividends reinvested

PFXF, SPY, QQQ and VOO

PFXFVanEck×SPYSPDR×QQQInvesco×VOOVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$18,068QQQ · best of the four

02 / 04

PFXF, SPY, QQQ and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.07%+11.3%+13.6%+22.0%+11.9%−8.9%13.7%$1.00T1.6

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.01%+11.2%+13.5%+21.9%+11.8%−8.9%13.7%$778B2.4

Invesco QQQ Trust, Series 1Low-Cost Core · Nasdaq-1000.18%0.46%+11.0%+11.6%+23.9%+12.6%−14.8%21.5%$446B2.9

VanEck Preferred Securities ex Financials ETFSectors · Financials0.40%6.47%−2.0%+0.6%+7.7%+1.4%−11.8%11.4%$2.1B3.1

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: PFXF 2012 · SPY 1993 · QQQ 1999 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

VanEck Preferred Securities ex Financials ETF · $2.1B$10,726

PFXF

SPY

State Street SPDR S&P 500 ETF · $778B$17,493

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

PFXFMeasureSPY

−2.0%Year to dateJan 1 → Nov 9+11.2%

+0.6%1 yearTotal return+13.5%

+7.7%3 years · per year$10,000 became $12,500 · $18,118+21.9%

+1.4%5 years · per year$10,000 became $10,726 · $17,493+11.8%

0.40%Expense ratio$40 · $9 a year on $10k · lower is better0.09%

6.47%Trailing 12-mo yield$647 · $101 a year on $10k1.01%

−11.8%Worst dropSmaller is better−8.9%

11.4%VolatilityLower is calmer13.7%

PFXFSPY Winner of the row, in its colourEach row: the bigger of the two fills its side

2–6SPY wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

PFXF vs SPY: Top 5 Holdings

Today

PFXF

23.5%in top 5

SPY

in top 527.8%

PFXFStockSPY

not top 5AAPL7.9%

7.6%STRCnot top 5

not top 5NVDA7.1%

not top 5MSFT6.2%

4.7%GOOGNnot top 5

4.7%GOOGMnot top 5

4.3%SMCIPnot top 5

not top 5AMZN4.0%

not top 5GOOGL2.6%

2.3%DUKUnot top 5

Held in common0.0%

End-of-day Nov 9, 2026 · share of each fund

PFXF vs SPY Returns, Every Period

VanEckPFXF

+1.4%

5 years, per year

SPYSPDR

+11.8%

5 years, per year

PFXFSPYFaded: behind in that period

0–4SPY wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Sector vs Core: PFXF vs VOO

YTD

VanEckPFXF

−2.0%

VOOVanguard

+11.3%

−2.0%Year to date+11.3%

−11.8%Worst drop · 1Y−8.9%

11.4%Volatility · 1Y13.7%

6.5%Yield1.1%

$2.1BAssets$1.00T

2–2level

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: PFXF, SPY, QQQ, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

SPY0.09%$9

QQQ0.18%$18

PFXF0.40%$40

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: PFXF, SPY, QQQ, VOO

6.47%highest, PFXF

FundTrailing yieldYield$10k

PFXF6.47%$647

VOO1.07%$107

SPY1.01%$101

QQQ0.46%$46

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$607most kept, PFXF

PFXF$647 − $40 = $607

VOO$107 − $3 = $104

SPY$101 − $9 = $92

QQQ$46 − $18 = $28

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: PFXF, SPY, QQQ, VOO

Today

92.7%most shared, SPY and VOO

PFXFSPYQQQVOO

PFXF—0.0%0.0%0.0%

SPY0.0%—52.4%92.7%

QQQ0.0%52.4%—54.9%

VOO0.0%92.7%54.9%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+13.6%VOO, at 13.7% volatility

PFXFWorst drop−11.8%11.4% vol

VOOWorst drop−8.9%13.7% vol

SPYWorst drop−8.9%13.7% vol

QQQWorst drop−14.8%21.5% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

PFXFVOO

−2.0%Year to date+11.3%

6.5%Yield1.1%

+0.6%Past year+13.6%

0.40%Fee0.03%

3–1VOO wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

QQQM vs QQQ

YTD

InvescoQQQM

+10.9%

QQQInvesco

+11.0%

+10.9%Year to date+11.0%

0.15% · $15Fee · on $10k a year0.18% · $18

$103BAssets$446B

1–1level

End-of-day Nov 9, 2026

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 9, 2026